Full-Time

Client Support Analyst II

Posted on 1/24/2025

Zinnia

Zinnia

201-500 employees

Insurance technology platform for life and annuities

No salary listed

Senior

Johns Creek, GA, USA

Category
Customer Experience & Support
Customer Support
Required Skills
SQL
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • A bachelor’s degree in Computer Information Systems, Business Administration, or a related field; or a high school education and equivalent work experience in business analysis and application development
  • Advanced knowledge of SQL, client/server, and network environments
  • Advanced Microsoft PC software experience (i.e., Excel, Word)
  • Excellent written, oral and interpersonal communication skills
  • Advanced troubleshooting skills
  • Ability to lead and mentor teammates to ensure constant improvement
  • Advanced understanding of multiple software applications
  • Customer service skills with strong relationship management skills with the ability to interact positively and successfully with all level of associates and managers to meet business needs
  • 5+ years’ work experience or an education in systems or quantitative analysis and business solutions development required
  • Established Annuity and Life Insurance industry-related knowledge
Responsibilities
  • Drive resolution of production related items by oversight across both Incident Management and Client Delivery Team with a sense of urgency
  • Completing research and providing analysis as needed to support Management in decision making
  • Facilitating the development and execution of proposed business and technical solutions
  • Assist in the research and investigation of escalated production items and engage teams for resolution
  • Assist in identifying, developing and executing continuous improvement opportunities
  • Facilitating business needs and priority identification
  • Track production items through completion while providing regular updates to both internal and external customers
  • Provide project management, as needed, of production items that are being remediated by the Client Delivery Team
Desired Qualifications
  • Experience in project management preferred

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies and financial advisors launch and manage products more efficiently. This results in a better buying experience for consumers and enhances operational efficiency for insurers and advisors. Zinnia's user-friendly platform allows consumers to easily understand and purchase life and annuity products, while also providing real-time data sharing and insights for informed decision-making. The company's goal is to modernize the insurance experience, ensuring better protection and wellbeing for consumers.

Company Size

201-500

Company Stage

Seed

Total Funding

$1.7M

Headquarters

Topeka, Kansas

Founded

2005

Simplify Jobs

Simplify's Take

What believers are saying

  • Zinnia secured $300 million funding from Vista Credit Partners, boosting financial stability.
  • The acquisition of Ebix's assets expands Zinnia's offerings and market reach.
  • Growing demand for digital insurance solutions supports Zinnia's innovative platform.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Rapid expansion through acquisitions may strain Zinnia's resources and management.
  • Reliance on advanced technology poses risks of technological failures or data breaches.

What makes Zinnia unique

  • Zinnia leverages advanced technology to streamline life and annuity insurance processes.
  • The company offers a comprehensive platform for insurers, advisors, and consumers.
  • Zinnia's acquisition of Ebix's assets enhances its insurance-focused CRM and agency management capabilities.

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Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Company News

II Reporter
Mar 6th, 2025
Zinnia Names Gary D. Cohn Vice Chair and Board Member

Zinnia, a prominent life and annuity (L&A) insurance technology company, has announced the appointment of Gary D. Cohn as Vice Chair and board member.

StartUpRise
Oct 15th, 2024
[Funding News] Zinnia Secures $300 Mn Strategic Funding from Vista Credit Partners

[Funding news] Zinnia secures $300 mn strategic funding from Vista Credit Partners.

Business Wire
Apr 1st, 2024
Zinnia Closes Acquisition Of Ebix’S North American Life And Annuity Assets

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge Industries business and leading life and annuity insurance technology services company, and Ebix, Inc. (“Ebix”), a supplier of software solutions, today announced that Zinnia’s acquisition of Ebix’s North American Life and Annuity Assets (the “LA Assets”) has closed. The deal further positions Zinnia as a partner of choice in the life and annuity industry and expands its offerings with insurance focused CRM agency management, market-leading research, quoting, illustration, order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients. Zinnia will be welcoming over 770 new team members across 6 locations in India and the United States. The LA assets, including SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization will become a newly formed business line within Zinnia called Life and Annuity Exchange Solutions

Coverage
Feb 19th, 2024
Zinnia To Acquire Ebix’S Life And Annuity Software Assets

Zinnia <i class="fa fa-info-circle company-popover" data-content="h3Zinnia/h3. div. table

Business Wire
Feb 16th, 2024
Zinnia To Acquire Ebix Inc.’S Life And Annuity Software Assets, Continuing Its Mission To Deliver Solutions That Simplify Insurance And Power Industry Growth

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge business and leading life and annuity insurance technology services company, today announced it will acquire the Life and Annuity Assets (the “L&A Assets”) of Ebix, Inc. (“Ebix”), a supplier of software solutions. The L&A assets will further position Zinnia as a partner of choice in the life and annuity industry, expanding its offerings with insurance focused CRM & agency management, market-leading research, quoting, illustration, and order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients.“The acquisition of the Ebix Life and Annuity Assets is transformative for Zinnia,” said Michele Trogni, Zinnia Chief Executive Officer. “The complementary nature of our solutions will enable us to better serve carriers, distributors, and consumers, expanding our reach as we build the modern rails of the insurance industry. We are thrilled to welcome the Ebix L&A employees to Zinnia and look forward to what we can achieve together for our clients.”In a rapidly expanding life and annuity sector, this acquisition allows Zinnia to power growth and simplify insurance from product development through distribution and claims. Upon closing, Zinnia will expand its offerings with the addition of SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization.Ash Sawhney, President of Ebix Insurance Solutions North America, will join Zinnia heading up the newly formed Life and Annuity Exchange Solutions business, reporting to Trogni

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